GUGGENHEIM WEALTH SOLUTIONS, LLC

Overview

Guggenheim Wealth Solutions, LLC is an SEC-registered advisory firm organized as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator and primarily provides discretionary portfolio management and the selection of third‑party advisers. Its stated investment tilt is toward fixed‑income: filings show a meaningful emphasis on U.S. government securities as a core holding, and the firm identifies itself as an active ESG investor. Fee billing is on a percentage‑of‑AUM basis. In practice Guggenheim Wealth Solutions blends internally managed models with relationships to outside managers and sponsored pooled vehicles, using those partnerships to access strategies the firm does not run directly.

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Public Holdings

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Location & Offices